While the campaign is being executed, you’ll want to have visibility into the campaign activities and understand the results of the campaign. The speed with which activities have been closed, the activities that are still open, and the number of responses received are all very important data points. You might want to take additional actions based on these data points. For example, you could create an additional campaign activity for target members who have not responded, or you could follow up with the marketing team to ensure that the activities are taking place. Microsoft Dynamics CRM provides you with several reports you can use to view the results of marketing campaigns.
In this exercise, you will view the overall results of a marketing campaign by using the default campaign reports.
Note
USE the New Product Advertising campaign you created in Chapter 9. If you cannot locate the New Product Advertising campaign in your system, select a different campaign for this exercise.
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site, if necessary, before beginning this exercise.
In the Marketing area, click Campaigns.
Open the New Product Advertising campaign.
In the form toolbar, click the Reports button, and select Campaign Performance from the menu.
The Campaign Performance report is run. This report includes a view that combines information across the campaign record, including the target marketing lists, sales literature, related campaigns, planning tasks, campaign activities, campaign responses, and campaign financials.
Tip
The data in the following examples will reflect the campaign you have created and will vary depending on the size of the marketing lists selected. Therefore, you will probably see different data than in the example.
In this example, four campaign activities have been created and three campaign responses have been received. The response rate is 50 percent.
In addition to viewing the results of a marketing campaign, you might want to view specific information about the status of campaign activities. The Campaign Activity Status report provides information related to the status of campaign activities.
In this exercise, you will view the status of a campaign activity by using the Campaign Activity Status report.
Note
USE the New Product Advertising campaign you created in Chapter 9. If you cannot locate the New Product Advertising campaign in your system, select a different campaign for this exercise.
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site, if necessary, before beginning this exercise.
In the Marketing area, click Campaigns.
Open the New Product Advertising campaign.
In the left navigation area, click Campaign Activities.
Select the New Product Introduction Follow-Up Phone Call activity without opening the record.
In the grid toolbar, click the Reports button, and then click Campaign Activity Status.
The Select Records dialog box opens. This dialog box lets you specify whether you want to run the report for all campaign activities or only for those highlighted when the report button was clicked.
Click The selected records, and then click Run Report.
The Campaign Activity Status report appears. Here you can see information about the campaign activity, including the status of the distributed campaign activities, and assignment by activity owner.
If you want to see the records that make up the charts in the report, you can click Show All or click on the chart directly to see a list of the specific records.
See Also
Chapter 15, discusses in detail the additional reporting capabilities available in Microsoft Dynamics CRM with Advanced Find and system views. Chapter 16, provides more information about the additional reporting capabilities of the Report Wizard.